Snowden Capital Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 157299
- Registered since
- June 17, 2011
- Website
- snowdenlane.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.81%
- Individuals16.8%
- Charitable Organizations1.57%
- Pension & Profit Sharing Plans1.52%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Snowden Capital Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm acts as a capital allocator for both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party advisers, and educational workshops. The firm reports affiliations with a broker-dealer and an insurance company and identifies itself as a non‑ESG investor. Snowden Capital has been recognized in multiple industry rankings, including Financial Times’ Top 300 RIAs (2020), repeated appearances on Barron’s Top 100 RIA list (2021–2025), and listings by Forbes among top RIA firms (2022–2024), including America’s Top RIA Firms in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities35%
- Exchange Traded Equities20%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents7%
- Private Funds6%
Owners & executives
3 of 4
Gregory Franks
Managing Partner, President, COOCRD 1138171
Robert Mooney
CEO & Managing PartnerCRD 4085030
Richard West
Partner, General Counsel and Chief Compliance OfficerCRD 4470264
Contacts
3 of 118
Loretta Manzanares
Senior PartnerCRD 1470581
Gregory Timeranko
Senior Client Relationship ManagerCRD 6328671
Christopher Hayes
Partner, DirectorCRD 5630451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 675Active vs passive
$2.2B in ETFs
72%
$1.6B
18%
$619M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $76.6M | 102,340 | 3.52% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 540 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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